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How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

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Women & Wealth: The Invisible Opportunity The womens wealth market presents a very real business growth opportunity for advisors provided they understand the specific approaches and differing preferences that will resonate with women investors.

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United Capital's Duran: Decisions, Demand and Danger Ahead

Samantha Allen

“What we ... know is that there are a lot of advisors who think their entire value is wrapped around they’re delivering advice to clients and telling them how it’s going to work out,," Joe Duran, the CEO of United Capital said. "But the reality is that we don’t believe that’s the future."